Oak Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Oak Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,841,594
-0.5%
19,595
-0.2%
1.22%
+3.1%
Q2 2023$2,854,914
+11.9%
19,630
+0.3%
1.18%
+7.5%
Q1 2023$2,551,405
-3.4%
19,580
-0.6%
1.10%
-7.3%
Q4 2022$2,642,239
+27.0%
19,704
-1.1%
1.19%
+17.6%
Q3 2022$2,081,000
-9.0%
19,918
+18.7%
1.01%
+11.5%
Q1 2022$2,288,000
-8.3%
16,782
+6.5%
0.90%
-5.1%
Q4 2021$2,496,000
-3.5%
15,761
+1.4%
0.95%
-11.3%
Q3 2021$2,587,000
+6.0%
15,536
-1.0%
1.08%
+4.8%
Q2 2021$2,440,000
+3.3%
15,686
+1.0%
1.03%
-19.5%
Q1 2021$2,363,000
+14.8%
15,526
-4.2%
1.27%
+27.0%
Q4 2020$2,058,000
+23.5%
16,1990.0%1.00%
+13.8%
Q3 2020$1,667,000
+12.1%
16,199
+2.5%
0.88%
-0.1%
Q2 2020$1,487,000
+11.7%
15,807
+6.9%
0.88%
-8.8%
Q1 2020$1,331,000
-39.6%
14,781
-6.5%
0.97%
-21.2%
Q4 2019$2,205,000
+17.8%
15,817
-0.6%
1.23%
+8.8%
Q3 2019$1,872,000
+2.8%
15,910
-0.2%
1.13%
-0.2%
Q2 2019$1,821,000
+19.5%
15,937
+5.9%
1.13%
+12.0%
Q1 2019$1,524,000
+41.9%
15,050
+36.8%
1.01%
+26.9%
Q4 2018$1,074,000
-13.5%
11,0030.0%0.80%
+5.6%
Q3 2018$1,242,000
+8.3%
11,0030.0%0.75%
-3.8%
Q2 2018$1,147,000
-4.4%
11,003
+0.8%
0.78%
-15.5%
Q1 2018$1,200,000
-0.3%
10,914
-3.0%
0.93%
+1.1%
Q4 2017$1,204,00011,2540.92%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders